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Wells Fargo

2,619 hedge funds and large institutions have $200B invested in Wells Fargo in 2025 Q3 according to their latest regulatory filings, with 193 funds opening new positions, 1,064 increasing their positions, 950 reducing their positions, and 128 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more capital invested

Capital invested by funds: $ → $

more funds holding

Funds holding:

1.81% less ownership

Funds ownership: 76.29%74.47% (-1.8%)

16% less call options, than puts

Call options by funds: $4.25B | Put options by funds: $5.05B

16% less funds holding in top 10

Funds holding in top 10: 9176 (-15)

Holders
2,619
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
76
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$4.25B
Puts
$5.05B
Net Calls
Net Calls Change

Top Buyers

1 +$647M
2 +$468M
3 +$375M
4
JP Morgan Chase
JP Morgan Chase
New York
+$356M
5
Morgan Stanley
Morgan Stanley
New York
+$340M
Name Holding Trade Value Shares
Change
Change in
Stake
RWM
1526
RKL Wealth Management
Pennsylvania
$669K
SIM
1527
Sentry Investment Management
Wisconsin
$667K
MAA
1528
Mraz Amerine & Associates
California
$666K
PWM
1529
Pines Wealth Management
North Carolina
$664K
TA
1530
Tactive Advisors
Florida
$661K
CCWM
1531
Cassaday & Co Wealth Management
Virginia
$660K
BA
1532
Bridgewater Advisors
New York
$659K
MIP
1533
Marietta Investment Partners
Wisconsin
$659K
AF
1534
Atala Financial
California
$658K
ET
1535
Equitable Trust
Tennessee
$658K
IFWM
1536
Institute for Wealth Management
Colorado
$657K
HAM
1537
Harmony Asset Management
Arizona
$657K
KLCM
1538
KG&L Capital Management
Louisiana
$657K
VCAM
1539
Van Cleef Asset Management
Ohio
$655K
FC
1540
FORA Capital
Florida
$654K
SWM
1541
SilverOak Wealth Management
Minnesota
$652K
EWA
1542
Elevate Wealth Advisory
Georgia
$650K
EW
1543
Elyxium Wealth
California
$650K
OFG
1544
Oxford Financial Group
Indiana
$646K
SIG
1545
Sky Investment Group
Connecticut
$645K
SAM
1546
Summit Asset Management
Tennessee
$645K
FFP
1547
FourThought Financial Partners
Florida
$645K
DMBA
1548
Deseret Mutual Benefit Administrators
Utah
$645K
OWM
1549
OneAscent Wealth Management
Alabama
$645K
WPP
1550
Whalerock Point Partners
Rhode Island
$645K